Access Investment Advisors Inc.

Access Investment Advisors Inc. (CRD# 109006) is a financial advisory firm headquartered in Manitowoc, WI. They manage $217,920,403 in 632 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $344,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WI

Financial Advisors at Access Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William R. Casey
CRD#: 1094418
4400 Calumet Ave., Suite 201, Manitowoc, WI 54220

William Casey (CRD# 1094418) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 40 years of experience in the finance industry. William Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Atley T. Gay
CRD#: 7264400
4400 Calumet Ave., Suite 201, Manitowoc, WI 54220

Atley Gay (CRD# 7264400) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 2 years of experience in the finance industry.

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